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Initiate Systems' acclaimed customer data hub links individual customer records together in real time, delivering a single, complete view of each customer.

Initiate software can help you:

  • Create a single, complete view of your customers across various lines of business, on demand and in real time—without moving large volumes of data, standardizing database schemas or managing customer identifiers
  • Improve cross-selling and up-selling capabilities by knowing, at the point of service, exactly which products and services each customer has
  • Consolidate all the information and accounts for a specific customer, household or organization, which can help improve your ability to assess credit risk, reduce marketing expenses, leverage existing customer relationships across lines of business, and lower the costs of resolving customer issues
  • Reduce risk associated with identity theft, other types of fraud, bad debts and mismatched assets and liabilities
  • Identify and link customer records across systems and sources, including external lists, even if the customers have used nicknames or aliases. This capability helps you improve customer service and comply with regulations such as the USA Patriot Act, Sarbanes-Oxley, Gramm-Leach-Bliley and others

 Learn more about Initiate for Banking™


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